CNBC's "Fast Money" Navigating 3 Big Stock Moves… And Opportunities in Private Credit 6/3/25
Jun 3, 2025
Dive into the latest stock movements with insights on Nvidia's AI-driven growth, Netflix's modest decline, and Boeing's unexpected rise. Explore the implications of Constellation Energy's nuclear pact with Meta on the energy market. Unpack Elon Musk's shift from political ally to critic, and its effects on business dynamics. Discover shareholder activism trends with CrowdStrike's performance and Warner Brothers' CEO compensation concerns. Plus, learn about the evolving private credit landscape and a surprising boom in discount retailers.
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NVIDIA's AI Demand and Valuation
- NVIDIA's AI demand remains strong despite export restrictions and geopolitical tensions.
- Its valuation, at 27-29 times forward earnings, is attractive compared to the NASDAQ overall.
Netflix: Hold, Don't Buy Now
- Keep owning Netflix due to its resilient growth and innovation.
- Avoid buying at current high prices as valuation may limit short-term upside.
Boeing's Production and Momentum
- Boeing’s production ramp and capital improvements signal a cash flow turnaround in late 2025.
- Demand exceeds production capacity well into the 2030s, positioning Boeing as an undervalued momentum stock.